At Credit Union of Atlanta, we always take a personalized approach when it comes to our wealth management services. We stick by a 4-step process to provide you with the thorough evaluation and consideration you deserve. Learn more about our process here.
You work incredibly hard in order to enjoy a nice retirement, how about a little help along the way? We work closely with you to match your ideas for a perfect retirement with strategies that can make them happen.
As with all of our custom plans, we make sure that everything is clearly discussed—keeping your questions and concerns as top priority. And we don't talk over your head at Credit Union of Atlanta—we talk to you. That's because we're here for you first and foremost.
Our Retirement Planning services include the following:
- Investment Options
- Qualified Rollovers
- Asset Positioning
- Income Planning Analysis
FOR MORE INFORMATION, Contact Lewis Peeples or Malik Lee at 404-658-6465 Ext. 124.
Or Visit our CUA Retirement & Investment Services office located at 670 Metropolitan Parkway, Atlanta GA 30310.
Tax and legal services offered in conjunction with qualified professionals. Securities America and CUA Retirement & Investment Services advisors do not offer tax or legal services.
Securities offered through Securities America, Inc., Member FINRA/SIPC, Malik Lee and Lewis Peeples, Registered Representatives. Financial Planning and Advisory Services offered through Securities America Advisors, Inc., Malik Lee, Financial Planner. CUA Retirement & Investment Services and the Securities America companies are separate entities.
NOT FDIC or NCUA Insured. Not Bank or Credit Union Guaranteed. May Lose Value.